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  1. It would be great to have more options for running batches of fund statements that do not belong to the same group, subgroup, or segment. For example, pulling fund statements based on Fund IDs (Funit ID) would be extremely helpful.

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    Proposed Idea  ·  0 comments  ·  Fund Statements  ·  Admin →
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  2. It would be nice for donors to be able to click on a direct link to the Nonprofit Directory from their donor portal without having to first click Donate and then navigate to the Nonprofit Directory. The direct Nonprofit Directory link could be listed on the left menu in the donor portal.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Would like to be able to use an online service called DAFpay. This would allow fund advisors of donor advised funds to make grants through this service instead of going through a donor portal.
    https://www.dafpay.com/

    1 vote

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  4. Add a Donation Notify button that users can subscribe to in order to get notified immediately when someone donates through the Portal or Giving Hub. Just like for recurring donations and grant requests.

    1 vote

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  5. Give us "USPS Validated" as a report field.

    Use case: We can filter our grants or voucher buckets to quickly determine which addresses still need to be validated.

    As it stands now, I cannot run a report to see which profiles have a USPS validated address.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  6. The Nonprofit Directory within the Giving Hub would benefit from a new "Cause" field that can be displayed publicly and optionally used as a filter. Many nonprofits support distinct causes—such as animal welfare, housing, or the arts—and donors often want to give based on those interests.

    This addition would:

    Help donors find nonprofits aligned with their values

    Make the directory easier to browse and explore

    Support future enhancements such as cause-based campaigns or communications

    The field could be managed similarly to Philanthropic Interest Types or via a simple dropdown/tags on the nonprofit profile designation.

    1 vote

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  7. It would be incredibly valuable to expand the filtering capabilities of the Giving Hub to allow users to filter funds by Fund Group and/or Philanthropic Interest Type. This enhancement would help donors more easily discover funds aligned with their passions and simplify navigation of large fund lists.

    This feature would also support foundations that organize funds thematically—such as education, environment, or healthcare—and want to provide a more tailored donor experience.

    Suggested Filters:

    Fund Group
    Philanthropic Interest Type
    (Optional future ideas) Region, Fund Type, etc.

    What other filters would make the Giving Hub more useful to your donors? Please share your…

    1 vote

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  8. Option to post recurring donations automatically instead of having to go into recurring donations to post every month, quarter, and year.

    1 vote

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  9. We utilize "Check Memo" on scholarship checks to note the recipient's name and student ID, so that in the event the cover letter gets separated from the check, it is clear whose account should be credited.

    1 vote

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  10. Our grantmaking organization has one large fundraiser each year for 20+ nonprofits. We often have donors who send one check that is distributed across several different nonprofits' funds. When a donor gives one check for one nonprofit, we are able to create a tax receipt using custom fields to share where the gift is routed to. In other words, the tax receipt includes the nonprofit fund, the nonprofit beneficiary, the gift amount, etc.

    However, if a check is distributed across multiple nonprofits and funds, this method does not work. We have not found a way to create a tax receipt…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Our grantmaking organization has one large fundraiser each year for 20+ nonprofits. We often have donors who send one check that is distributed across several different nonprofits' funds. When a donor gives one check for one nonprofit, we are able to create a tax receipt using custom fields to share where the gift is routed to. In other words, the tax receipt includes the nonprofit fund, the nonprofit beneficiary, the gift amount, etc.

    However, if a check is distributed across multiple nonprofits and funds, this method does not work. We have not found a way to create a tax receipt…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. It would be great if you could create a task for grant reports that are due and link them to the grant report due, assigned to the individual responsible for collecting and reviewing the reports. That way there would be an easy spot to see any overdue reports and follow up with grantees without having to track in an external location.

    1 vote

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  13. I'm not sure when this field changed (recently as I pull reports regularly). The previous field for the steward on a profile was 'Steward' and the field for fund steward on a fund was 'Fund Steward'. This has recently changed to the same field name of 'Steward Employee ID'. The only way you can tell the difference is by what section the field is under, profile or fund. It would be nice to know when fields change on a report so I can ensure that my existing saved reports are pulling accurately.

    I suggest changing the field for the fund…

    1 vote

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  14. Sometimes you want to run a report to include multiple types of engagement strategies, but not all strategies. There is currently no way to do this in CSuite. If the Engagement Strategy variable type would be changed from Varchar to Array (Like Profile Types) we could select multiple Engagement Strategies at once.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  15. For the tributes, I would like to see ablility to be able to have memorial and in honor within the same donation and be able to send out sep

    1 vote

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
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  16. Please give us the option to toggle off the option for a fund advisor to request a RECURRING grant through the Portal.

    This is a repost of a previous idea that was closed. I think there was a misunderstanding about what we are requesting.

    1 vote

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  17. It would be helpful to have a report that will show us the scholarships we offer that require an essay and/or open response component. Not all scholarships we offer have this requirement, and we would like to identify the scholarships that do.

    1 vote

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  18. When deleting a grant, have a message appear about making sure you want to delete the grant. I've deleted numerous grants on accident and having an extra step would be helpful to prevent this.

    1 vote

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  19. We do a lot of importing of scholarships with new students and having the ability to import birthday and gender on the original import template would save the step of a batch update after the import.

    2 votes

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  20. When checks are created for regular grants, please also post the payments for internal grants. Csuite used to do this and now internal grants have to be 'paid' one at time. If there was a reason the functionality was changed, please create an ability to batch 'pay' internal grants.

    1 vote

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